5 Analysts Size Up Microsoft Shares After Q4 Earnings: 'In The Early Innings Of A Massive Penetration Of AI And Cloud'
Portfolio Pulse from Chris Katje
Microsoft Corp (NASDAQ:MSFT) shares are trading lower after the company reported Q4 financial results. Analysts from BMO, RBC Capital Markets, Wedbush, Needham, and Piper Sandler provided their insights. Azure growth deceleration was noted, but AI growth could benefit the company. The impact of AI's contribution to revenue could be gradual. The growth of Microsoft Teams was highlighted. Microsoft's first-mover advantage in generative AI was also noted.
July 26, 2023 | 4:25 pm
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Microsoft's Q4 results led to a decrease in share price. Analysts noted Azure's growth deceleration but see potential in AI growth. The growth of Microsoft Teams was also highlighted.
Microsoft's Q4 results have led to a decrease in its share price. Analysts have noted a deceleration in the growth of Azure, which could negatively impact the company's performance. However, they also see potential in the growth of AI, which could provide a positive impact in the future. The growth of Microsoft Teams was also highlighted, indicating a potential area of strength for the company.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100